Start your free 7-day trial and get your personalized tax strategy plan in less than 10 minutes.
Takes less than 10 minutes to get your plan • No charge for 7 days
TaxElm is built for business owners who want a proactive plan before tax season, not another list of generic deductions after the year is already over.
Your business is profitable enough that tax decisions can have a meaningful impact on how much you keep.
You are not looking to replace your tax preparer. You want someone focused on helping you plan before the return is filed.
You are tired of reading about S corps, home offices, retirement plans, or hiring your kids without knowing what may actually apply to you.
TaxElm helps you identify the strategies that may fit your situation, understand what they could potentially be worth, and move from knowing about them to actually putting them into action.
Answer a few questions about your business, income, family, property, and finances. In less than 10 minutes, TaxElm builds a plan around your situation.
Review potentially applicable strategies, estimated potential savings, and priorities so you know where to focus first.
Follow step-by-step implementation guidance, templates, documentation, and action items designed to help you actually get it done.
When you need clarity, message a real member of the TaxElm tax team. Not just an AI chatbot.
Full TaxElm membership also includes: unlimited expert messaging, an annual one-on-one consultation, prior-year tax return review, monthly live trainings, the Financial Summary Tool, and access to the TaxElm partner directory.
7 days free • No charge today • Cancel during your trial inside the app
Tax preparation records what already happened. Tax planning is about making decisions while there is still time for those decisions to affect what you may owe.
Alex had roughly $100,000 in business profit and was paying about $24,000 a year in federal tax.
After implementing his tax strategy, that dropped to about $9,000 a year. That is roughly $15,000 in annual savings in his specific situation.
Jack had been in business for seven years, had about $180,000 in profit, two employees, and two kids.
After putting the right strategies into action, his specific results were about $16,500 in annual tax savings.
While working alongside his own tax professionals, Adam identified roughly $8,000 in mistakes and missed opportunities in a single year.
Gabe already knew a lot about tax strategy. The bigger value was knowing the right boxes were checked, documentation was in place, and implementation was defensible.
Individual results vary. These are specific customer examples and are not a guarantee that you will achieve the same tax savings.
Start free for 7 days and see what TaxElm identifies for your situation
Your card is on file when you start the trial, but you are not charged for 7 days.
Both options are a 12-month commitment because tax planning is a year-round process. You choose your billing option when you start your trial.
No charge today • Cancel during the trial inside the app
If you join TaxElm, follow your tax plan, and we do not show you strategies worth more than what you spend on the membership, you are protected by our 30-day money-back guarantee.
Start with 7 days free before your paid membership begins
Mike has spent 15 years focused on small-business tax strategy and is the host of the Small Business Tax Savings Podcast and author of the Small Business Tax Savings Handbook.
TaxElm was built around a simple problem: knowing a tax strategy exists is not enough. Business owners need help identifying what may apply, prioritizing it, implementing it, documenting it, and getting questions answered along the way.
No. Your card is on file when you start, but you are not charged for the first 7 days.
The goal is for you to answer the TaxElm questionnaire and see your personalized tax strategy plan in less than 10 minutes.
If you do not cancel during your trial, the membership option you selected begins. TaxElm is $274 per month or $2,749 per year, with a 12-month commitment.
Yes. You can cancel during the trial inside the TaxElm app before the paid membership begins.
No. TaxElm focuses on proactive tax strategy and implementation support. It does not replace your accountant or prepare your tax return.
TaxElm is designed to work alongside your accountant. Your accountant can continue preparing and filing your return while TaxElm helps you proactively identify, prioritize, implement, and document tax strategies throughout the year.
No. TaxElm uses software to make the planning process easier, but members also get access to real tax professionals. The value is not just knowing a strategy exists. It is determining what may apply, understanding what to do next, implementing it correctly, and having human support when questions come up.
TaxElm is built primarily for small business owners and 1099 earners with roughly $50,000 to $750,000 a year in business profit who want a more proactive approach to tax planning.
Start your free 7-day trial, answer a few questions about your business, and see which tax-saving strategies TaxElm identifies for your situation.
7 days free • No charge today